Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$55K Sell
202
-69
-25% -$18.8K 0.03% 857
2025
Q1
$95K Hold
271
0.06% 524
2024
Q4
$124K Buy
271
+63
+30% +$28.8K 0.08% 387
2024
Q3
$91K Buy
208
+4
+2% +$1.75K 0.06% 581
2024
Q2
$97K Hold
204
0.06% 509
2024
Q1
$120K Sell
204
-26
-11% -$15.3K 0.08% 409
2023
Q4
$101K Sell
230
-76
-25% -$33.4K 0.07% 491
2023
Q3
$122K Sell
306
-169
-36% -$67.4K 0.09% 314
2023
Q2
$163K Sell
475
-143
-23% -$49.1K 0.12% 189
2023
Q1
$168K Hold
618
0.15% 164
2022
Q4
$130K Sell
618
-1
-0.2% -$210 0.11% 276
2022
Q3
$118K Sell
619
-2
-0.3% -$381 0.1% 274
2022
Q2
$117K Buy
621
+126
+25% +$23.7K 0.09% 315
2022
Q1
$121K Buy
495
+297
+150% +$72.6K 0.08% 384
2021
Q4
$67K Buy
+198
New +$67K 0.09% 358